Flagship Harbor Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
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2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.45M | Hold |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $1.57M | Hold |
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|
2021
Q4 | $1.62M | Hold |
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|
2021
Q3 | $1.51M | Hold |
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|
2021
Q2 | $1.51M | Hold |
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|
2021
Q1 | $1.47M | Sell |
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|
2020
Q4 | $1.3M | Hold |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $975K | Sell |
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|
2020
Q1 | $927K | Sell |
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|
2019
Q4 | $2.4M | Buy |
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|
2019
Q3 | $2.24M | Sell |
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|
2019
Q2 | $2.29M | Sell |
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|
2019
Q1 | $2.52M | Sell |
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|
2018
Q4 | $2.57M | Sell |
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|
2018
Q3 | $3.13M | Sell |
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|
2018
Q2 | $3.07M | Buy |
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|
2018
Q1 | $2.78M | Buy |
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|
2017
Q4 | $2.78M | Sell |
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|
2017
Q3 | $2.59M | Hold |
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|
2017
Q2 | $2.48M | Buy |
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|
2017
Q1 | $2.31M | Buy |
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|
2016
Q4 | $2.2M | Buy |
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